JEWISH UNITED FUND OF METROPOLITAN CHICAGO: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH UNITED FUND OF METROPOLITAN CHICAGO (EIN 36-2167034)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-28
- IRS object ID
- 202023029349300717
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-28T09:34:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S Wacker Drive Ste 800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish United Fund of Metropolitan | BusinessNameLine1Txt |
| Business Name Line2 | Chicago | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 3123574790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells No 4049 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James A Pinkston | PersonNm |
| Person Title | VP of Accounting | PersonTitleTxt |
| Phone | 3123574790 | PhoneNum |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2020-10-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.231.126.63 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-26 | IPDt |
| IP Tm | 13:46:35 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A28FA2E2A09A40AF4F0A751499BE74D16D20E85 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lonnie Nasatir | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells No 4049 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,883,153 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.JUF.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 82 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 79 | VotingMembersIndependentCnt |
| Total Employee | 588 | TotalEmployeeCnt |
| Total Volunteers | 9696 | TotalVolunteersCnt |
| Total Gross UBI | $590,087 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $97,348,743 | PYContributionsGrantsAmt |
| CY Contributions Grants | $88,164,933 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,576,309 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,114,628 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,614,137 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,571,702 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,027,552 | PYOtherRevenueAmt |
| CY Other Revenue | -$833,308 | CYOtherRevenueAmt |
| PY Total Revenue | $115,511,637 | PYTotalRevenueAmt |
| CY Total Revenue | $98,017,955 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $78,946,254 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $78,709,939 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,787,716 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,474,541 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $27,143 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $29,643 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,716,323 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,497,332 | PYOtherExpensesAmt |
| CY Other Expenses | $10,772,859 | CYOtherExpensesAmt |
| PY Total Expenses | $106,258,445 | PYTotalExpensesAmt |
| CY Total Expenses | $103,986,982 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,253,192 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,969,027 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $226,925,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $237,716,660 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $102,162,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,892,640 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,763,234 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $124,824,020 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JUF provides critical resources that bring food, refuge, health care, education and emergency assistance to over 500,000 Chicagoans of all faiths and millions of Jews in Israel and around the world, funding a network of nearly 70 agencies and programs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $42,674,602 | ExpenseAmt |
| Grant | $42,674,602 | GrantAmt |
| Revenue | $817,289 | RevenueAmt |
| Desc | Allocations (Local) - The Jewish United Fund of Metropolitan Chicago (JUF) conducts fundraising activities by means of annual calendar year campaigns and makes allocations to Jewish Federation of Metropolitan Chicago (JF) and Jewish Federations of North America (JFNA). Through its allocation to JF, JUF supports various nonprofit organizations in the Chicago area that provide assistance to people of all faiths, including hot meals and groceries, utility and rent assistance, prescriptions and medical care for impoverished families; job training and placement for people who are out of work; multi-faceted, specialized support services for people with disabilities; support services for Holocaust survivors; assisted living, specialized Alzheimer's care and transportation for seniors; respite services for caregivers of frail seniors and people with disabilities; counseling, prevention and intervention services for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis.Because the Jewish United Fund of Metropolitan Chicago and the Jewish Federation of Metropolitan Chicago are so closely linked in numerous ways (combined Board of Directors, shared professional staff, shared office space, etc.), and because JUF provides an annual, multi-million dollar allocation to the Jewish Federation, we measure and report our program and service results jointly for the combined JUF/Federation enterprise, which are summarized below:1. While battling antisemitism and hate, JUF is committed to ensuring that every community member can safely participate in Jewish life.- Since 2017, JUF has awarded $1.6M in matching grants and leveraged an additional $2.3 million, yielding a total of nearly $4M in new or enhanced security at 88 Jewish sites in the Chicago area, helping to protect 37,000+ community members.- Grant recipients include: - 54 Synagogues - 48% of Chicago area synagogues (every synagogue that applied) - 19 preschools & day schools, 12 agencies, 3 camps and 2 colleges.- JUF also helps make additional financial resources available to local Jewish institutions by assisting them in applying for grants through the U.S. Department of Homeland Security - helping to garner 250 grants for 99 local Jewish schools, synagogues and agencies totaling $20.45 million to date.- JUF regularly provides individual security assessments and consultations for local synagogues, Jewish schools, preschools and agencies, and cooperates seamlessly with federal, state and local law enforcement to help keep Jewish Chicago safe.- Working with these partners, JUF convenes regular security summits to further enhance local security for Chicago area Jewish institutions, providing training to many hundreds of staff and lay leaders at scores of Jewish institutions.2. JUF is on the cutting edge of service delivery to the most vulnerable, evolving to address community needs as they emerge.As 1 in 5 people will experience mental illness this year and mental health issues are accelerating among young people, JUF is at the forefront of providing effective treatment, education and support in the community.- 30,000 people - individuals with mental health challenges, family members, caregivers, and professionals alike - benefited from mental health services provided by JUF agencies in 2019.- 2,400 individuals and families received direct mental health care from JUF agencies.- 3,500 individuals received counseling and participated in support groups and other JUF agency programs to enhance their mental health.- 5,800+ professionals participated in mental health training and other capacity-building.- 13,400 community members increased their awareness and knowledge of mental health topics through JUF agencies' outreach and education events.JUF serves Holocaust survivors more intensively than ever before.- JUF agencies served 2,000+ Holocaust survivors in the Chicago area in 2019.- Nearly 1,800 local survivors received ongoing financial assistance and 330+ received one-time emergency financial aid, totaling $8.1 million - an 88% increase over 2018.- Nearly 1,200 survivor households received financial assistance for personal care.- Some 1,700 survivors participated in socialization and wellness progress.JUF fights Jewish poverty across Chicago and around the globe.- 28,000 local individuals received one or more services to meet their fundamental needs, including food, housing, transportation and basic healthcare.- Nearly 4,900 local households received $10.4 million in emergency financial assistance from JUF agencies in 2019 - a 62% increase in dollars over 2018.- Food is the most common need for financial assistance.- Nearly 21,000 local Jews are sustained through JUF-funded food programs; 3 in 5 are over 55.- For 1 in 4 clients, dinner at the JUF Uptown Cafe is their first meal of the day - and for 1 in 3, it's their first interaction with another person during the day.- 38,000 individuals in need received direct healthcare through JUF-supported agencies.- Last year, 5,900 local households got help obtaining or maintaining public benefits (SNAP, Medicaid, Medicare, Social Security) and 400 individuals received legal services.- 3,200+ individuals received transportation assistance, 94% of whom are older adults.- 500+ individuals lived in JUF agency-operated affordable housing, while 400+ people participated in services to secure affordable housing.- Israel suffers from the highest child poverty rate in the Western World, tens of thousands of whom rely on JUF programs to help break the cycle of poverty.- Nearly 90,000 impoverished seniors throughout the former Soviet Union, half of whom are Holocaust survivors, depend on JUF agencies for food and other necessities.3. JUF engages more members of the next generation in Jewish life more effectively than ever.JUF connects young families to Jewish life, community and one another.- 8,500 local children get free, monthly Jewish books through PJ Library & PJ Our Way.- 8,400 young families participated in programs and events through JUF and its agencies in 2019 - 30% of them for the first time.JUF brings young Jews to Israel, connecting them to the land, the people & their own identities.- Some 2,700 Chicago youth and young adults participated in JUF-funded Israel trips in 2019.- 800 young people received $1.2 million in scholarships and subsidies through JUF to help make their Israel experiences possible.- 1,500 young adults went on free JUF Birthright Israel trips.JUF creates dynamic hubs of Jewish life to engage teens, college students & young adults.- 7,000 teens engaged Jewishly through programs run by JUF and JUF-supported agencies.- 60% of all Jewish college students in Illinois participated in Hillel in some way in 2019.- All told, 4,000 college students participated in Hillel.- Nearly 13,000 local young adults participated in engagement programs provided by JUF and its agencies in 2019 - one-third of them for the first time.- 1,100 young adults held leadership roles within local Jewish organizations.JUF makes both formal and informal Jewish education more affordable.- 4,500 individuals received $38.4 million in scholarships & tuition assistance in 2019 to help them afford Jewish preschool, day school, graduate and undergraduate programs.- 3,300 local Jewish Day School students - 73% of those enrolled - received scholarships and/or tuition assistance from JUF-supported day schools, which totaled $36 million in 2019.- 900+ preschoolers - 1 in 4 of those enrolled - received $1.4 million in scholarships and subsidies from JUF and JCC to help make their early childhood education possible.- 5,100 children attended JCC & Keshet summer camps - 1,700 of them for the first time.- 1,300 children received scholarships and subsidies to attend Jewish summer camp. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,968,494 | ExpenseAmt |
| Grant | $36,035,337 | GrantAmt |
| Revenue | $1,499,935 | RevenueAmt |
| Desc | Allocations (Overseas) - Through its allocation to JFNA, JUF supports services to millions of individuals in Israel and 70 other countries. These range from basic social service programs addressing needs of all age groups to formal and informal Jewish education/identity development. The major beneficiary organizations which engage in overseas work through support from JFNA are the American Jewish Joint Distribution Committee, the Jewish Agency for Israel and the World ORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,060,173 | ExpenseAmt |
| Revenue | $590,087 | RevenueAmt |
| Desc | JUF News: JUF News is Chicago's largest circulation Jewish community publication. It is published monthly and offers features, profiles, news and commentaries about key facets of Jewish life locally, in Israel and around the world. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $951,508 | $11,191 | Communications: Fifty percent of the Communications Department expenses are allocated to program services. The JUF Communications Department works to ensure that JUF/Federation maintains a strong media profile and serves effectively as the public voice for Chicago's Jewish community. |
| $821,568 | $99,921 | Community Relations - Through its support of the Jewish Community Relations Council (JCRC), JUF coordinates the collective policies and programs among 43 constituent Jewish organizations active in public affairs/community relations work. JCRC educates and mobilizes the Jewish community for action through JUF and those constituent groups on internal and domestic issues ranging from Israel advocacy to combatting anti-Semitism, and works to strengthen our community's intergroup relations (interfaith, interethnic, etc.). JCRC activities and engagement take place with the media, campuses, government, foreign diplomats and religious and civic leaders. |
| $654,520 | $305,816 | Budget and Planning - Review/evaluate programs and budgets of grantee organizations, all of which are tax-exempt organizations under Section 501(c)(3). Allocations are made based on need and funds available. |
| $3,247,395 | $2,790,389 | Israel office and other programs: The organization maintains a small office in Israel with four employees. The Israel office expense and employee salaries are paid to Jewish Federations of North America, which is based in New York, and is the umbrella organization for all Jewish Federations in North America. The Israel office coordinates educational missions and monitors Israeli programs that are funded by JUF. JUF coordinates missions to Israel, Russia, Poland and various other countries in order to give donors the opportunity to travel with other Chicagoans to Jewish communities all over the world and see JUF dollars at work. The missions also allow individuals to visit with people who live in Israel and other countries, explore family roots and learn about worldwide Jewish culture. Missions give participants the opportunity to see first-hand what can be accomplished by the Jewish people when our energy and resources are operating at full capacity. JUF pays for certain mission travel expenses and then participants reimburse JUF for the costs. The revenue and expenses of missions are reported on the 990 on a gross basis. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,674,991 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,207,317 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $87,378,260 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 588 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 82 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 79 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James A Pinkston | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123574790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells Ste 4049 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (108 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Dr Steven B Nasatir PhD | ||||||||||
| Executive Vice Chairman | 30.00 | 10.00 | Yes (X) | $409,519 | $346,051 | $23,787 | ||||
| David S Rosen | ||||||||||
| Senior Vice President - Endowments | 10.00 | 40.00 | Yes (X) | $0 | $393,648 | $87,611 | ||||
| Jay Tcath | ||||||||||
| Executive Vice President | 25.00 | 25.00 | Yes (X) | $166,485 | $153,678 | $106,638 | ||||
| Rabbi Louis A Lazovsky | ||||||||||
| Vice President - Human Resources | 40.00 | 10.00 | $205,698 | $51,424 | $162,141 | Yes (X) | ||||
| Lonnie Nasatir | ||||||||||
| President | 25.00 | 25.00 | Yes (X) | $155,861 | $155,861 | $18,720 | ||||
| David S Rubovits PhD | ||||||||||
| Senior VP - Planning & Allocations | 39.00 | 11.00 | Yes (X) | $193,739 | $66,663 | $69,427 | ||||
| Boaz Blumovitz | ||||||||||
| Chief Financial Officer | 22.50 | 27.50 | Yes (X) | $152,634 | $152,633 | $23,144 | ||||
| James Rosenberg | ||||||||||
| Chief of Staff | 40.00 | 10.00 | Yes (X) | $260,094 | $0 | $49,643 | ||||
| James A Pinkston | ||||||||||
| Vice President - Accounting | 20.00 | 30.00 | Yes (X) | $202,149 | $67,383 | $25,907 | ||||
| Peter Chiswick | ||||||||||
| Controller | 25.00 | 25.00 | Yes (X) | $202,831 | $0 | $91,856 | ||||
| Joy Schwartz | ||||||||||
| Vice President - Communications | 50.00 | 0.00 | $265,505 | $0 | $27,424 | Yes (X) | ||||
| Robert Schuckman | ||||||||||
| Vice President - General Counsel | 10.00 | 40.00 | Yes (X) | $41,560 | $166,241 | $51,305 | ||||
| David Prystowsky | ||||||||||
| Vice President - Campaign | 50.00 | 0.00 | Yes (X) | $223,459 | $0 | $32,603 | ||||
| Deborah Covington | ||||||||||
| VP, Planning & Allocations | 40.00 | 10.00 | Yes (X) | $141,136 | $21,839 | $84,368 | ||||
| Stuart Spector | ||||||||||
| Vice President - Campaign Operations | 50.00 | 0.00 | $190,365 | $0 | $41,232 | Yes (X) | ||||
| Jeffrey L Cohen | ||||||||||
| Sr. Develop. Advisor, Former Officer | 6.00 | 14.00 | $55,932 | $167,796 | $0 | Yes (X) | ||||
| Adina Torchman | ||||||||||
| Assoc. VP-Fin. Resource Development | 40.00 | 0.00 | $185,669 | $0 | $35,311 | Yes (X) | ||||
| Kedar Potdar | ||||||||||
| Vice President - Technology | 50.00 | 0.00 | $199,315 | $0 | $15,363 | Yes (X) | ||||
| Daniel Goldwin | ||||||||||
| Exec. Director, Public Affairs | 25.00 | 25.00 | $103,193 | $102,371 | $5,645 | Yes (X) | ||||
| Audra P Berg | ||||||||||
| VP, Leadership Eng. & Board Rel. | 8.50 | 41.50 | Yes (X) | $47,295 | $110,354 | $23,560 | ||||
| Michael Tarnoff | ||||||||||
| Counselor to Pres., Former Officer | 10.00 | 10.00 | $0 | $172,101 | $4,229 | Yes (X) | ||||
| Andrew S Hochberg | ||||||||||
| Chairman | 10.00 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Wendy Berger | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Mark Chudacoff | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Bruce I Ettelson | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Marc Roth | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Kim Shwachman | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Morris Silverman | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Marc Spellman | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Pam F Szokol | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Linda B Ginsburg | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Gita Berk | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Joshua B Herz | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Scott Heyman | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Cindy Kaplan | ||||||||||
| Treasurer | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Jason Peltz | ||||||||||
| Assistant Treasurer | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Jane Cadden Lederman | ||||||||||
| Secretary | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Julie Dann Schneider | ||||||||||
| Assistant Secretary | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Wendy C Abrams | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jeremy Amster | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Dr Edward M Atkins | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Peter B Bensinger Jr | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Katie Berger | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Debbie L Berman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Robert J Bond | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| David T Brown | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Caroline Davidson | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Rabbi Alex Felch | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Robert Ferencz | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Maury Fertig | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Michael T Fishman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jason Friedman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Andrew Glick | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Craig Goldsmith | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jordan T Goodman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Steven M Greenbaum | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Hilary Greenberg | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| King W Harris | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Rabbi Sidney M Helbraun | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Dana Westreich Hirt | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Sheri Hokin | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Lisa Jericho | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Cathy Kahn | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Deborah Schrayer Karmin | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Linda Kellough | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Ari Klein | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Ann-Louise Kleper | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Steven H Lavin | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jennifer Leemis | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Laurie Lustbader | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Lindsey P Markus | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Yosef Meystel | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Lee I Miller | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Steven N Miller | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Ross S Pearlstein | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Sanford E Perl | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Theodore F Perlman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| David Porush | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Neal H Price | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Brandon C Prosansky | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Joshua Rinkov | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Elliot Robinson | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| David Rosenbaum | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Lisa Rosenkranz | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Avi Rothner | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Eric A Rothner | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Gail L Rudo | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Susan Sacks | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Charlene K Sales | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Max Schrayer | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Harry J Seigle | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Midge Perlman Shafton | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Devra Resnick Shutan | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Susan B Silver | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Bill Silverstein | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Alan P Solow | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Sara Crown Star | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Phyllis Tabachnick | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Bruce Taylor | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Alex Turik | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Kalman Wenig | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Deborah Winick | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Michael H Zaransky | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Adrienne J Kriezelman | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Susan Spier Chapman | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Amy Yeager E Hausman | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Joanna Greenberg | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Elizabeth L Kramer | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,402,439 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,128,043 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $979,914 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Gil Travel | |||||
| 1511 Walnut Street | Philadelphia | PA | 19102 | Travel Consulting and Booking | $622,118 |
| AV Chicago Inc | |||||
| 619 Taylor Street | Chicago | IL | 60607 | Audio Visual Services | $456,374 |
| Mittera Wisconsin LLC | |||||
| PO Box 310471 | Des Moines | IA | 50331 | Publication Services | $356,132 |
| RSM US LLP | |||||
| 1 S Wacker Drive Suite 800 | Chicago | IL | 60606 | Auditing Services | $299,516 |
| William Morris Endeavor Entertainment LL | |||||
| 9601 Wilshire Boulevard | Beverly Hills | CA | 90210 | Speaker's Agency | $290,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $10,105,000 | RelatedOrganizationsAmt |
| All Other Contributions | $78,059,933 | AllOtherContributionsAmt |
| Noncash Contributions | $6,517,979 | NoncashContributionsAmt |
| Total Contributions | $88,164,933 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Program Fees | 561000 | $3,360,253 | $3,360,253 | |
| Service Fees | 561000 | $2,164,288 | $2,164,288 | |
| JUF News Advertising | 541800 | $590,087 | $590,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,114,628 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $589,370 | TotalRevenueColumnAmt |
| Exclusion | $589,370 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,282,580 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,300,248 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,982,332 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,982,332 | TotalRevenueColumnAmt |
| Exclusion | $3,982,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $700,732 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $1,564,950 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$864,218 | TotalRevenueColumnAmt |
| Exclusion | -$864,218 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unexpended Allocations | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $30,910 | TotalRevenueColumnAmt |
| Exclusion | $30,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,910 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,017,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,524,541 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $590,087 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,738,394 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,709,939 | TotalAmt |
| Program Services | $78,709,939 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899,567 | TotalAmt |
| Program Services | $816,029 | ProgramServicesAmt |
| Management And General | $1,222,403 | ManagementAndGeneralAmt |
| Fundraising | $861,135 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,948 | TotalAmt |
| Management And General | $69,948 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,343,556 | TotalAmt |
| Program Services | $2,348,138 | ProgramServicesAmt |
| Management And General | $3,517,485 | ManagementAndGeneralAmt |
| Fundraising | $2,477,933 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,806,793 | TotalAmt |
| Program Services | $792,875 | ProgramServicesAmt |
| Management And General | $1,323,770 | ManagementAndGeneralAmt |
| Fundraising | $690,148 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,806 | TotalAmt |
| Program Services | $47,018 | ProgramServicesAmt |
| Management And General | $115,194 | ManagementAndGeneralAmt |
| Fundraising | $50,594 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,871 | TotalAmt |
| Program Services | $31,346 | ProgramServicesAmt |
| Management And General | $76,796 | ManagementAndGeneralAmt |
| Fundraising | $33,729 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,216 | TotalAmt |
| Program Services | $530,799 | ProgramServicesAmt |
| Management And General | $5,417 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,923 | TotalAmt |
| Management And General | $77,923 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,661 | TotalAmt |
| Management And General | $124,661 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,643 | TotalAmt |
| Fundraising | $29,643 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,105 | TotalAmt |
| Program Services | $158,318 | ProgramServicesAmt |
| Management And General | $120,870 | ManagementAndGeneralAmt |
| Fundraising | $41,917 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,740 | TotalAmt |
| Program Services | $10,120 | ProgramServicesAmt |
| Fundraising | $15,620 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,267,939 | TotalAmt |
| Program Services | $928,714 | ProgramServicesAmt |
| Management And General | $92,374 | ManagementAndGeneralAmt |
| Fundraising | $246,851 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,375 | TotalAmt |
| Program Services | $108,106 | ProgramServicesAmt |
| Management And General | $1,117,747 | ManagementAndGeneralAmt |
| Fundraising | $140,522 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,773,359 | TotalAmt |
| Program Services | $328,983 | ProgramServicesAmt |
| Management And General | $1,010,500 | ManagementAndGeneralAmt |
| Fundraising | $433,876 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,900 | TotalAmt |
| Program Services | $91,194 | ProgramServicesAmt |
| Management And General | $45,746 | ManagementAndGeneralAmt |
| Fundraising | $55,960 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,820 | TotalAmt |
| Program Services | $17,820 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,006 | TotalAmt |
| Program Services | $88,238 | ProgramServicesAmt |
| Management And General | $200,926 | ManagementAndGeneralAmt |
| Fundraising | $44,842 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,604 | TotalAmt |
| Program Services | $221,389 | ProgramServicesAmt |
| Management And General | $138,215 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,520 | TotalAmt |
| Program Services | $36,047 | ProgramServicesAmt |
| Management And General | $505,665 | ManagementAndGeneralAmt |
| Fundraising | $45,808 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,857 | TotalAmt |
| Management And General | $78,857 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Missions-Before Income | $1,915,337 | $1,915,337 | ||
| Events-Before Income | $1,542,621 | $71,287 | $1,471,334 | |
| Temporary Help | $86,221 | $31,869 | $41,676 | $12,676 |
| Photo/Illustration | $43,361 | $25,640 | $17,721 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,294 | TotalAmt |
| Program Services | $69,054 | ProgramServicesAmt |
| Management And General | $35,226 | ManagementAndGeneralAmt |
| Fundraising | $17,014 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,986,982 | TotalAmt |
| Program Services | $87,378,260 | ProgramServicesAmt |
| Management And General | $9,892,399 | ManagementAndGeneralAmt |
| Fundraising | $6,716,323 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,519,823 | BOYAmt |
| EOY | $13,588,041 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,429,320 | BOYAmt |
| EOY | $44,792,958 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,883 | BOYAmt |
| EOY | $601,506 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,765,961 | BOYAmt |
| EOY | $1,904,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,706,096 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,173,252 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112,002 | BOYAmt |
| EOY | $1,532,844 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,700,183 | BOYAmt |
| EOY | $142,133,458 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,956,362 | BOYAmt |
| EOY | $33,163,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,925,534 | BOYAmt |
| EOY | $237,716,660 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,553,911 | BOYAmt |
| EOY | $3,090,192 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,593,625 | BOYAmt |
| EOY | $47,921,253 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,162 | BOYAmt |
| EOY | $1,010,367 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,055,602 | BOYAmt |
| EOY | $60,870,828 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,162,300 | BOYAmt |
| EOY | $112,892,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,158,396 | BOYAmt |
| EOY | $74,280,622 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,604,838 | BOYAmt |
| EOY | $50,543,398 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,763,234 | BOYAmt |
| EOY | $124,824,020 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,925,534 | BOYAmt |
| EOY | $237,716,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,969,027 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,982,810 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,952,997 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,263,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,074,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $127,924,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,348,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,164,933 | CurrentTaxYearAmt |
| Total | $500,775,353 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,263,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,074,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $127,924,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,348,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,164,933 | CurrentTaxYearAmt |
| Total | $500,775,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $57,640,193 | SubstantialContributorsTotAmt |
| Public Support Total170 | $443,135,160 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $381,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $589,370 | CurrentTaxYearAmt |
| Total | $1,091,976 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $501,867,329 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $32,911,794 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $20 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $14,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $14,020 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Jewish Community Relations Council (JCRC) participated in the following legislative activities in calendar year 2019: Israel/International: JCRC communicated with the Illinois Congressional delegation, city, county and state legislators and federal, state, city and county executive branch officials on a variety of issues. Domestic Issues: JCRC staff and volunteers communicated with Illinois legislators and executive branch officials on various items. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $128,666,527 | BeginningYearBalanceAmt |
| Contributions | $133,716 | ContributionsAmt |
| Investment Earnings Or Losses | $15,416,091 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,283,619 | OtherExpendituresAmt |
| End Year Balance | $136,932,715 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,853,578 | BeginningYearBalanceAmt |
| Contributions | $14,502,889 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,811,081 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,878,859 | OtherExpendituresAmt |
| End Year Balance | $128,666,527 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,657,506 | BeginningYearBalanceAmt |
| Contributions | $50,484,460 | ContributionsAmt |
| Investment Earnings Or Losses | $11,600,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,888,707 | OtherExpendituresAmt |
| End Year Balance | $125,853,578 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,421,562 | BeginningYearBalanceAmt |
| Contributions | $5,284,437 | ContributionsAmt |
| Investment Earnings Or Losses | $2,414,774 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,463,267 | OtherExpendituresAmt |
| End Year Balance | $70,657,506 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,218,106 | BeginningYearBalanceAmt |
| Contributions | $3,314,418 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,116,626 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,994,336 | OtherExpendituresAmt |
| End Year Balance | $68,421,562 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89310 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02530 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,656,275 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,159,993 | DepreciationAmt |
| Book Value | $1,496,282 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,259 | DepreciationAmt |
| Book Value | $36,562 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,532,844 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| State of Israel Bonds | $86,306 | F |
| Investment in Life Insurance Policies | $3,968,734 | F |
| Other Investments | $122,211 | F |
| JFMC Pooled Endowment Portfolio, LLC | $137,956,207 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $142,133,458 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from Participating Employers for Pension Benefits | Desc |
| Book Value | $33,163,609 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $33,163,609 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Liability for Pension Benefits | $60,542,662 |
| Due to Jewish Federation of Metropolitan Chicago | $8,000 |
| Due to JFMC Facilities Corporation | $320,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $60,870,828 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The endowment funds (which include both board designated and donor restricted funds) were established over a period of several years via bequests received from certain donors' estates. Distributions are made from these endowment funds on an annual basis and transferred to the organization's undesignated fund to support the annual campaign or certain programs. The endowment fund distributions are computed using a formal spending policy. |
| Part X, Line 2: | Jewish United Fund, an Illinois not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. Jewish United Fund has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, Jewish United Fund may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of Jewish United Fund and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At December 31, 2019, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files Form 990 and Form 990-T in the U.S. federal jurisdiction and the state of Illinois. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Israel | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 4 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Oversight and monitoring of overseas allocation. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $622,359 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $622,359 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $622,359 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III Accounting Method: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Siegel Marketing Group | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 N Farwell Ave Suite 300 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone solicitation | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $97,030 | GrossReceiptsAmt |
| Retained By Contractor | $29,643 | RetainedByContractorAmt |
| Net To Organization | $67,387 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $97,030 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $29,643 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $67,387 | TotalNetToOrganizationAmt |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | The Vanguard Dinner | Event1Nm |
| Gross Receipts Event1 | $362,500 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $362,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $52,158 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $197,222 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $154,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $16,450 | OtherDirectExpensesEvent1Amt |
| Event2 | YLD Big Event | Event2Nm |
| Gross Receipts Event2 | $130,520 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $130,520 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $65,454 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $242,158 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $264,702 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $26,609 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $207,712 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $207,712 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $86,847 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $210,445 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $205,831 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $42,574 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $700,732 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $700,732 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $204,459 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $649,825 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $625,033 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $85,633 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,564,950 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$864,218 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part II Fundraising Events - | FormAndLineReferenceDesc |
| Explanation | The gross receipts presented in line 1 are comprised solely of fees paid by attendees to attend the events and amounts received from corporate sponsors. Attendees of these events were also solicited for gifts to the 2019 Jewish United Fund annual campaign, which raised over $89 million from the Chicago Jewish community. Contributions to the annual campaign are not included on Schedule G. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Jewish Federation of Metropolitan Chicago | |||||||
| 30 S Wells Street Suite 4049 | Chicago | IL | 60606 | 362167761 | 501(c)(3) | $41,280,354 | To support a range of nonprofit organizations which address humanitarian, health and welfare needs. |
| Jewish Federations of North America | |||||||
| 25 Broadway | New York | NY | 10004 | 131624240 | 501(c)(3) | $36,035,337 | Regular campaign |
| American Committee for the Weizmann Institute of Science | |||||||
| 633 Third Avenue | New York | NY | 10017 | 131623886 | 501(c)(3) | $25,000 | General Operations |
| American Jewish Joint Distribution Committee | |||||||
| 220 E 42nd Street | New York | NY | 10017 | 131656634 | 501(c)(3) | $82,000 | General Operations |
| Arie Crown Hebrew Day School | |||||||
| 4600 Main Street | Skokie | IL | 60076 | 362129620 | 501(c)(3) | $101,200 | General Operations |
| Associated Talmud Torahs | |||||||
| 3531 Madison Street | Skokie | IL | 60076 | 362169123 | 501(c)(3) | $19,200 | General Operations |
| Birthright Israel Foundation | |||||||
| PO Box 21615 | New York | NY | 10087 | 134092050 | 501(c)(3) | $10,000 | General Operations |
| Chicago Chesed Fund | |||||||
| 7045 N Ridgeway Avenue | Lincolnwood | IL | 60712 | 363641111 | 501(c)(3) | $6,000 | General Operations |
| Chicago Festival of Israeli Cinema | |||||||
| PO Box 524 | Highland Park | IL | 60035 | 800913905 | 501(c)(3) | $10,000 | General Operations |
| CJE Senior Life | |||||||
| 3003 W Touhy Avenue | Chicago | IL | 60645 | 362727597 | 501(c)(3) | $94,102 | General Operations |
| Hebrew Theological College | |||||||
| 7135 Carpenter Road | Skokie | IL | 60077 | 362167095 | 501(c)(3) | $151,200 | General Operations |
| Ida Crown Jewish Academy | |||||||
| 8233 Central Park Avenue | Skokie | IL | 60076 | 362167009 | 501(c)(3) | $101,450 | General Operations |
| Jewish Child & Family Services | |||||||
| 216 W Jackson Boulevard Suite 800 | Chicago | IL | 60606 | 362167757 | 501(c)(3) | $184,712 | General Operations |
| Jewish Community Centers of Chicago | |||||||
| 30 S Wells Street | Chicago | IL | 60606 | 362167758 | 501(c)(3) | $133,872 | EZRA and Other Programming |
| Jewish Federation of Palm Beach County | |||||||
| 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | 590948696 | 501(c)(3) | $109,000 | General Operations |
| Jewish Federation of SarasotaManatee | |||||||
| 580 McIntosh Road | Sarasota | FL | 34232 | 591227747 | 501(c)(3) | $27,536 | General Operations |
| Jewish Federation of South Palm Beach County | |||||||
| 9901 Donna Klein Boulevard | Boca Raton | FL | 33428 | 591945109 | 501(c)(3) | $55,555 | General Operations |
| Jewish National Fund | |||||||
| 60 Revere Drive | Northbrook | IL | 60062 | 131659627 | 501(c)(3) | $26,200 | General Operations |
| Keshet | |||||||
| 600 Academy Drive Suite 130 | Northbrook | IL | 60062 | 363441392 | 501(c)(3) | $6,250 | General Operations |
| Maot Chitim | |||||||
| 3710 Commercial Avenue Suite 7 | Northbrook | IL | 60062 | 363398501 | 501(c)(3) | $22,500 | General Operations |
| Mount Sinai Medical Center | |||||||
| 1500 S California Avenue | Chicago | IL | 60608 | 361509000 | 501(c)(3) | $33,947 | General Operations |
| Northwestern Memorial Foundation | |||||||
| 251 E Huron Street | Chicago | IL | 60611 | 363152959 | 501(c)(3) | $12,485 | General Operations |
| ORT America | |||||||
| 3701 Commercial Avenue Suite 13 | Northbrook | IL | 60062 | 135562424 | 501(c)(3) | $7,994 | General Operations |
| Shalva | |||||||
| PO Box 46375 | Chicago | IL | 60646 | 363449507 | 501(c)(3) | $6,200 | General Operations |
| Solomon Schechter Day School | |||||||
| 3210 Dundee Road | Northbrook | IL | 60062 | 362493769 | 501(c)(3) | $5,500 | General Operations |
| Temple Beth Israel | |||||||
| 801 W Michigan Avenue | Jackson | MI | 49202 | 381547031 | 501(c)(3) | $6,200 | General Operations |
| The Ark | |||||||
| 6450 N California Avenue | Chicago | IL | 60645 | 237164967 | 501(c)(3) | $62,685 | General Operations |
| United Against Nuclear Iran | |||||||
| 45 Rockefeller Plaza Suite 2162 | New York | NY | 10111 | 262387657 | 501(c)(3) | $35,000 | General Operations |
| United States Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | 521309391 | 501(c)(3) | $50,500 | General Operations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants made by the Jewish United Fund of Metropolitan Chicago in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund are reviewed. The Jewish United Fund also takes into account information that the grantees provide to accrediting and other funding bodies. The grants made to The Ark, Jewish Community Centers of Chicago, CJE Senior Life, Ida Crown Jewish Academy, Hebrew Theological College, Associated Talmud Torahs, Jewish Child & Family Services, and Arie Crown Hebrew Day School represent pass-through grants made per the request of certain donor designated gifts. In addition to these allocations, Jewish Federation of Metropolitan Chicago also makes more significant grants to these organizations to support their general operations. Jewish United Fund of Metropolitan Chicago reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. JFNA sends the vast majority of this grant amount to nonprofit organizations in Israel and other countries. JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) each file separate Form 990s and report each specific grant in detail on their Schedule F. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Steven B Nasatir PhD | ||||||||||||||
| Executive Vice Chairman | $273,531 | $231,138 | $0 | $0 | $135,988 | $114,913 | $2,976 | $2,515 | $10,193 | $8,613 | $422,688 | $357,179 | $0 | $0 |
| David S Rosen | ||||||||||||||
| Senior Vice President - Endowments | $0 | $362,351 | $0 | $0 | $0 | $31,297 | $0 | $76,973 | $0 | $11,415 | $0 | $482,036 | $0 | $25,000 |
| Jay Tcath | ||||||||||||||
| Executive Vice President | $164,941 | $152,253 | $0 | $0 | $1,544 | $1,425 | $51,373 | $47,421 | $4,483 | $4,138 | $222,341 | $205,237 | $0 | $0 |
| Rabbi Louis A Lazovsky | ||||||||||||||
| Vice President - Human Resources | $203,354 | $50,838 | $0 | $0 | $2,344 | $586 | $122,012 | $30,503 | $8,322 | $2,081 | $336,032 | $84,008 | $0 | $0 |
| Lonnie Nasatir | ||||||||||||||
| President | $144,102 | $144,102 | $0 | $0 | $11,759 | $11,759 | $0 | $0 | $9,613 | $9,613 | $165,474 | $165,474 | $0 | $0 |
| David S Rubovits PhD | ||||||||||||||
| Senior VP - Planning & Allocations | $192,503 | $66,238 | $0 | $0 | $1,236 | $425 | $45,175 | $15,544 | $7,056 | $2,428 | $245,970 | $84,635 | $0 | $0 |
| Boaz Blumovitz | ||||||||||||||
| Chief Financial Officer | $152,356 | $152,355 | $0 | $0 | $278 | $278 | $9,232 | $9,232 | $2,728 | $2,728 | $164,594 | $164,593 | $0 | $0 |
| James Rosenberg | ||||||||||||||
| Chief of Staff | $259,537 | $0 | $0 | $0 | $557 | $0 | $49,232 | $0 | $1,187 | $0 | $310,513 | $0 | $0 | $0 |
| James A Pinkston | ||||||||||||||
| Vice President - Accounting | $202,149 | $67,383 | $0 | $0 | $0 | $0 | $11,736 | $3,912 | $8,276 | $2,759 | $222,161 | $74,054 | $0 | $0 |
| Peter Chiswick | ||||||||||||||
| Controller | $200,442 | $0 | $0 | $0 | $2,389 | $0 | $85,179 | $0 | $7,330 | $0 | $295,340 | $0 | $0 | $0 |
| Joy Schwartz | ||||||||||||||
| Vice President - Communications | $264,948 | $0 | $0 | $0 | $557 | $0 | $18,388 | $0 | $9,812 | $0 | $293,705 | $0 | $0 | $0 |
| Robert Schuckman | ||||||||||||||
| Vice President - General Counsel | $40,521 | $162,084 | $0 | $0 | $1,039 | $4,157 | $6,956 | $27,824 | $3,437 | $13,747 | $51,953 | $207,812 | $0 | $0 |
| David Prystowsky | ||||||||||||||
| Vice President - Campaign | $223,459 | $0 | $0 | $0 | $0 | $0 | $24,115 | $0 | $8,508 | $0 | $256,082 | $0 | $0 | $0 |
| Deborah Covington | ||||||||||||||
| VP, Planning & Allocations | $141,136 | $21,839 | $0 | $0 | $0 | $0 | $66,259 | $10,253 | $6,820 | $1,055 | $214,215 | $33,147 | $0 | $0 |
| Stuart Spector | ||||||||||||||
| Vice President - Campaign Operations | $190,284 | $0 | $0 | $0 | $81 | $0 | $34,820 | $0 | $7,018 | $0 | $232,203 | $0 | $0 | $0 |
| Jeffrey L Cohen | ||||||||||||||
| Sr. Develop. Advisor, Former Officer | $48,939 | $146,817 | $0 | $0 | $6,993 | $20,979 | $0 | $0 | $58 | $175 | $55,990 | $167,971 | $0 | $0 |
| Adina Torchman | ||||||||||||||
| Assoc. VP-Fin. Resource Development | $181,162 | $0 | $0 | $0 | $4,507 | $0 | $28,629 | $0 | $7,267 | $0 | $221,565 | $0 | $0 | $0 |
| Kedar Potdar | ||||||||||||||
| Vice President - Technology | $199,315 | $0 | $0 | $0 | $0 | $0 | $7,235 | $0 | $8,799 | $0 | $215,349 | $0 | $0 | $0 |
| Daniel Goldwin | ||||||||||||||
| Exec. Director, Public Affairs | $103,193 | $102,371 | $0 | $0 | $0 | $0 | $1,584 | $1,571 | $1,260 | $1,250 | $106,037 | $105,192 | $0 | $0 |
| Audra P Berg | ||||||||||||||
| VP, Leadership Eng. & Board Rel. | $47,277 | $110,313 | $0 | $0 | $18 | $41 | $4,704 | $10,976 | $2,522 | $5,885 | $54,521 | $127,215 | $0 | $0 |
| Michael Tarnoff | ||||||||||||||
| Counselor to Pres., Former Officer | $0 | $160,000 | $0 | $0 | $0 | $12,101 | $0 | $4,229 | $0 | $0 | $0 | $176,330 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | During 2019, JUF paid travel costs for the Executive Vice Chairman's wife, who accompanied him on business trips. The cost of travel was $9,620. This amount was included in the Executive Vice Chairman's W-2 as reportable compensation. Social club dues are paid on behalf of appropriate employees conducting business at a private city club. The social club dues are a non-taxable benefit. No country club dues are paid by the organization. |
| Part I, Line 4b | Michael Tarnoff: The Jewish Federation has an agreement with Michael Tarnoff which provides for annual payments of $30,000 per year that began in 2009 and ended in 2019. In 2019, Michael Tarnoff received payments totaling $12,500, representing the final remaining payments under the agreement. Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. Dr. Nasatir completed another year of continuous employment at JUF in 2019 and as a result he vested in the following benefits: Benefit payments from the aforementioned agreements will continue for the longer of 1) 10 years through December 2028 or 2) his lifetime. In the event of his death prior to 2029, payments will be made to Dr. Nasatir's beneficiary. In connection with the vesting of this benefit, the present value of these future benefit payments, which was $153,417, is included in his 2019 reportable compensation. This amount was not paid out in cash to Steven Nasatir in 2019. It represents a one-time actuarially determined figure that is taxable in accordance with the Internal Revenue Code. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. In 2017, the Jewish Federation entered into a third agreement with Steven Nasatir which provides for annual payments of $21,000 per year, beginning in 2018, for the longer of his lifetime or ten years (through December 2027). In 2019, Steven Nasatir received payments totaling $105,120 from the three supplemental non-qualified retirement plans. In 2018, Steven Nasatir announced that he would be stepping down as President of JUF/Jewish Federation effective July 1, 2019 and will take on a new role as Executive Vice Chairman. Jeffrey Cohen: The Jewish Federation has an agreement with Jeffrey Cohen which provides for annual payments of $21,000 per year that began in 2013 and will end in 2023. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year that began in 2018 and will end in 2028. In 2017, the Jewish Federation entered into a second agreement with David Rosen which provides for annual payments of $25,000 beginning in 2022 and ending in 2032. This benefit is contingent on David Rosen maintaining his employment at JUF through January 1, 2022. Jay Tcath: JUF has an agreement with Jay Tcath that provides for annual payments of $25,000 for 10 years commencing upon his retirement from JUF or if he is no longer employed by JUF, upon reaching age 64. In July 2018, JUF entered a split dollar life insurance agreement with Jay Tcath that will provide a death benefit of $625,000 if he maintains his employment at JUF through June 2023. In addition, JUF and Mr. Tcath entered into another agreement that may provide 15 annual payments of approximately $33,000 per year if Mr. Tcath maintains his employment at JUF. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 842 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,517,979 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Is the number of items contributed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Lonnie Nasatir, President, and Steven B. Nasatir, Executive Vice Chairman, have a family relationship. Deborah Schrayer Karmin, Director, and Max Schrayer, Director, have a family relationship. Eric Rothner, Director, and Avi Rothner, Director, have a family relationship. |
| Form 990, Part VI, Section A, line 6 | Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF). |
| Form 990, Part VI, Section A, line 7a | The election of directors shall be held at the regular annual meeting of JUF/Federation. The Board of directors shall be identical with the Board of Directors of the Federation. |
| Form 990, Part VI, Section B, line 11b | A copy of the Form 990 is provided to the Board Chairman and all Audit Committee members. The Audit Committee Chairman then informs the full Board of Directors that Committee members reviewed the Form 990 and a copy is made available to all board members. |
| Form 990, Part VI, Section B, line 12c | A conflict of interest questionnaire is circulated to all board members (directors), "officers and key employees on an annual basis. This process is managed by JUF's Vice President of Leadership Engagement and Board Relations. The completed questionnaires are reviewed by management and any conflicts are disclosed to the Board of Directors. If a director does have a conflict or business relationship with JUF, he or she is required to abstain from any votes related to that matter. The conflict of interest policy is monitored throughout the year. Additionally, we require board members, officers, and key employees to complete a Form 990 questionnaire each year. |
| Form 990, Part VI, Section B, line 15 | JUF has a compensation committee comprised of the Board Chairman, Immediate Past Board Chairman, Audit Committee Chairman, and Overall Planning and Allocations (Budget) Committee Chairman. This committee uses comparable data from other large nonprofit organizations to ensure compensation for JUF executives is consistent with the market, including but not limited to a Total Compensation Survey of large city Jewish Federations that is coordinated through the national Jewish Federations of North America organization and conducted by the Hay Group, a nationally recognized expert in the field of compensation consulting. The compensation committee approves compensation for the President of JUF and other officers and key employees. The process for determining the compensation for officers and key employees is documented by the compensation committee's minutes. |
| Form 990, Part VI, Section C, line 18 | The organization is a platinum-level Guidestar participant, demonstrating its commitment to transparency, and as such provides a link to GuideStar on its website for an electronic copy of the Form 990. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors and are posted on its website. With regards to the Form 990 and 990-T, the organization provides these documents upon request for the same period of disclosure as set forth in IRC Section 6104(d). |
| Form 990, Part XI, line 9: | Pension-related changes other than pension expense -3,745,754. Other Non-Operating Activity -1,207,243. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1261 Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018186 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Albert and Lucille Delighter & Marcella Winston Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 205488529 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Associated Talmud Torahs of Chicago Endowment Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | ||
| Bellows Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363864415 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| BLS Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364420871 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Bucksbaum Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364341914 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Carol Lavin Bernick Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364067510 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Charles & Audrey Dann Charitable Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018189 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Chicago Center for Jewish Genetic Disorders | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 200120266 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Chicago Jewish Day School Endowment Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 843411904 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Covenant Foundation | |||||||||||
| 1270 Avenue of the Americas Suite 3 | New York | NY | 10020 | 363722029 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Crown Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363330462 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Epstein Wenger Family Support Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364380168 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Glickman Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363857009 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Goodman Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018187 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Harvey L Miller Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 900187252 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Helene Diamond & Jorde Nathan Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364157242 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Hillel of Illinois Endowment Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364310755 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Irvin & Ruth Swartzberg Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363864416 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Jewish Federation of Metropolitan Chicago | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 362167761 | Human Services | IL | 501(c)(3) | Line 7 | 0 | N/A | |
| JFMC Facilities Corporation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363368912 | Property Management of Related Non-Profit Organizations | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| JFMCP3 Corporation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 262053862 | Supporting Organization | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Karl Perl Charitable Trust | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 466113637 | Support the Jewish United Fund | IL | 501(c)(3) | Line 12a, I | Jewish United Fund of Metropolitan Chicago | Yes (1) | |
| Lawrence E & Nancy S Glick Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363662985 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Leonard and Diane Sherman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364345181 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Lya and Louis Rosenblum Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 311529058 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Manfred and Fern Steinfeld Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364244346 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Michael Reese Health Trust | |||||||||||
| 150 North Wacker Drive Suite 2320 | Chicago | IL | 60606 | 362170910 | Private Foundation | IL | 501(c)(3) | PF | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Prairie Minerals Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 320062771 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Ring Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 201642012 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Robert L & Sylvia M Haag Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 300149729 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Robert U & Roberta Goldman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 203921714 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Rose Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 205389086 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Seder Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363988995 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Shure Charitable Trust created uw of Sidney N Shure | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 367681597 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Sisyphus Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 205944850 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Tamar & Jonathan Koschitzky Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 300149723 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| The First Spoke Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 200894628 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| The Harriett and Ted Perlman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 811309979 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| The Pritzker Family Philanthropic Fund | |||||||||||
| 71 S Wacker Drive Ste 4600 | Chicago | IL | 60606 | 363623264 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| The Robert and Yadelle Sklare Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364389423 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Wagner Descendant's Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 204004517 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Weiss Memorial Hospital Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364413031 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
| Z Frank Camp Apachi Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363833108 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | Jewish Federation of Metropolitan Chicago | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFMC Pooled Endowment Portfolio LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S Wells Suite 4049 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 451610644 | EIN |
| Primary Activities | See Sch. R, Part VII | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Unitrusts (20) | ||||
| Charitable Trust | IL | Jewish Federation of Metropolitan Chicago | T | Yes (1) |
| Charitable Remainder Annuity Trusts (3) | ||||
| Charitable Trust | IL | Jewish Federation of Metropolitan Chicago | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Karl Perl Charitable Trust | ||
| C | $300,000 | Cash |
| Crown Family Foundation | ||
| C | $5,630,000 | Cash |
| JFMC Facilities Corporation | ||
| K | $1,740,782 | Cash |
| Albert and Lucille Delighter & Marcella Winston Foundation | ||
| C | $4,175,000 | Cash |
Comments